Ballentine Partners, LLC: WPC position timeline

Ballentine Partners, LLC held 8,697 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,697 shares

   Change vs previous 13F -165 shares

   0.01% of the 13F portfolio, value $621,836.

   13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,862 shares

   Change vs previous 13F +661 shares

   0.01% of the 13F portfolio, value $602,262.

   13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,201 shares

   Change vs previous 13F +628 shares

   0.01% of the 13F portfolio, value $527,816.

   13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,573 shares

   Change vs previous 13F +122 shares

   0.01% of the 13F portfolio, value $511,708.

   13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,451 shares

   Change vs previous 13F +780 shares

   0.01% of the 13F portfolio, value $464,793.

   13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,671 shares

   Change vs previous 13F -460 shares

   0.01% of the 13F portfolio, value $421,007.

   13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 7,131 shares

   Change vs previous 13F +559 shares

   0.01% of the 13F portfolio, value $388,497.

   13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 6,572 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $409,436.

   13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).